Ownership history in Endowment Wealth Management, Inc. Β· 17 quarters on record
This page tracks every 13F SEC filing in which Endowment Wealth Management, Inc. reported a position in VANGUARD INTL EQUITY INDEX F (VT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Endowment Wealth Management, Inc. underperformed the S&P 500 by β2.4% annually on this VT position. Timing score: 44% (7/16 decisions correct). Average cost basis: $102.40. Maximum drawdown during holding period: β25.5%.
β οΈ Trailed SPY by 2.4% ann. on this position.
11 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
7 of 16 add/trim decisions correct
Best entry: $73.46 (2022 Q3) Β· Worst: $140.73 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
12 adds Β· 5 trims. Bought during 6 of 6 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 2.04% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size